See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,647 | $105,998-82.4% | $92,233-79.8% | $147,584-87.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 41.33% | 50.05%-8.7pp | 176.28%-134.9pp | 578.55%-537.2pp |
| Employer contribution / active EE | $5,836 | $4,333+34.7% | $3,679+58.6% | $4,876+19.7% |
| Participant deferral / active EE | $4,952 | $4,478+10.6% | $3,897+27.1% | $5,439-8.9% |
| Admin fee / account holder | $318 | $6,332-95.0% | $5,194-93.9% | $10,885-97.1% |